Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
This week, we are focusing on serving a very important segment of your client base — your aging clients. Our first piece looks at protecting your older clients from fraud before it happens. Next up is an in-depth piece that examines how to support families who have aging loved ones who experience unexpected challenges. Our final piece of the week unpacks what worries your clients who are over sixty.
Fraud is on the rise, unfortunately, and it is often the elderly who are targeted. This piece discusses proactive steps financial advisors can take to help stop fraud and keep their older clients safe.
When aging clients or family members experience unanticipated challenges, it is often hard to know where to turn to for assistance. This piece explains how an aging life-care manager can help. Read on to learn more.
Curious what your clients who are age 60+ worry about? This piece says, it’s control. Check out the list of the top 7 concerns they have so you can serve them more deeply.